Continuum (Preview)
Continuum is the AI system for financial advisors. Connect your Continuum organization to find meetings, read meeting details and available transcripts, and look up contacts, households and tasks. Where enabled, create tasks and draft and publish client Pages. Everything is limited to what you can access in Continuum.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Copilot Studio | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Continuum Support |
| URL | https://help.oncontinuum.com |
| support@oncontinuum.com |
| Connector Metadata | |
|---|---|
| Publisher | Continuum AI |
| Website | https://oncontinuum.com |
| Privacy policy | https://oncontinuum.com/legal/privacy |
| Categories | Productivity;Data |
Continuum
Continuum is the AI system for financial advisors. It captures client meetings, writes summaries and follow-ups, and keeps contacts, households, tasks and client Pages in one place. This MCP server lets agents find meetings, read meeting details and available transcripts, look up contacts, households and tasks, and, where enabled, create tasks and draft and publish client Pages.
Publisher: Continuum AI (OnePlace Company Inc.)
Prerequisites
You need a Continuum account and access to a Continuum organization. Available tools depend on your organization's enabled features and your permissions in Continuum. Sign up or learn more at https://oncontinuum.com.
Supported Operations
The server exposes the following MCP tools.
search
Searches records you can access in your Continuum organization, such as contacts, households, meetings, tasks and Pages.
get
Retrieves the details of one record you can access.
list_meetings
Lists or searches your meetings.
get_meeting
Retrieves the details and notes of a meeting.
get_meeting_transcript
Retrieves the transcript of a meeting, when one was recorded.
get_page_activity
Reads engagement totals and activity for a Page.
create_task
Creates a task in your Continuum organization, assigned to you.
create_page
Creates a draft client Page and starts drafting its content. It does not publish the Page or send its link.
publish_page
Publishes a reviewed draft Page so its recipient link can be used, subject to its access settings. It does not send the link or notify anyone.
Obtaining Credentials
The connector uses OAuth 2.0. When you create a connection, sign in to Continuum, choose the organization you want to connect, and approve the requested access. No API key is needed.
Getting Started
- In Copilot Studio, open your agent and go to Tools.
- Select Add a tool and search for Continuum.
- Select Create a new connection, sign in to Continuum, choose your organization and select Approve.
- Select Add to agent, then test it with a prompt such as "List my recent meetings."
Full setup guide: https://help.oncontinuum.com/managing/mcp-connector
Known Issues and Limitations
- Agents only see what the signed-in user can see in Continuum. Private meetings stay private, and everything is scoped to the organization approved at sign-in.
- Some tools are only available when enabled for your organization. If a tool is missing, remove the connection and reconnect to review the current access request.
- Page drafting runs in the background. Open the draft in Continuum and review it before publishing.
- Transcripts are only available for meetings that were recorded.
Support
Email support@oncontinuum.com or visit https://help.oncontinuum.com.
Actions
| Continuum MCP server |
Continuum is the AI system for financial advisors. Connect your Continuum organization to find meetings, read meeting details and available transcripts, and look up contacts, households and tasks. Where enabled, create tasks and draft and publish client Pages. Everything is limited to what you can access in Continuum. |
Continuum MCP server
Continuum is the AI system for financial advisors. Connect your Continuum organization to find meetings, read meeting details and available transcripts, and look up contacts, households and tasks. Where enabled, create tasks and draft and publish client Pages. Everything is limited to what you can access in Continuum.